Connecting tax decisions to the full picture of your wealth.

Comprehensive planning, precise execution, and quiet confidence — handled by tax professionals who understand your big picture.

Tax matters touch every part of a high-net-worth individual’s financial life. At FFO, we don’t view these issues in isolation. We integrate tax strategy into a broader family office framework that includes accounting, wealth planning, and business management — ensuring every decision supports the client’s overall wealth preservation and growth objectives.

Tax Services
Precision and foresight in every filing.
We handle complex tax strategy and compliance for high-net-worth individuals, integrating each decision into a holistic family office plan that supports enduring wealth preservation.

COMPLIANCE

  • Federal, State, and Local Income Tax
  • IRS Audit Defense
  • Payroll/Excise Tax Compliance
  • Cash Flow & Lifestyle Planning
  • Sales & Use Tax Returns
  • Tax Notices & Administration


Tax Notices & Administration

  • Domiciliary Planning
  • Family Foundations
  • State & Local Tax Nexus Analysis
  • Offshore Trust and Transnational Planning*
  • Entity Structuring & Transaction Analysis
  • Estimated Tax Planning
  • Life Insurance Oversight*


*Vendor/Partner Services | Additional Fees May Apply